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Lenox Wealth Management’s PayPal PYPL Stock Holding History

Lenox Wealth Management’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$212K Buy
1,217
+138
+13% +$19.1K 0.06% 146
2020
Q1 		$103K Buy
1,079
+100
+10% +$11K 0.04% 186
2019
Q4 		$106K Sell
979
-470
-32% -$49K 0.03% 209
2019
Q3 		$150K Buy
1,449
+96
+7% +$10.6K 0.04% 160
2019
Q2 		$154K Buy
1,353
+20
+2% +$2.22K 0.05% 150
2019
Q1 		$138K Buy
1,333
+296
+29% +$28K 0.04% 151
2018
Q4 		$87K Buy
1,037
+27
+3% +$2.25K 0.03% 177
2018
Q3 		$89K Sell
1,010
-14
-1% -$1.23K 0.03% 202
2018
Q2 		$85K Buy
1,024
+242
+31% +$19.3K 0.03% 181
2018
Q1 		$59K Sell
782
-266
-25% -$21.1K 0.02% 196
2017
Q4 		$77K Sell
1,048
-321
-23% -$23.2K 0.02% 177
2017
Q3 		$87K Sell
1,369
-30
-2% -$1.8K 0.03% 176
2017
Q2 		$75K Buy
1,399
+25
+2% +$1.23K 0.03% 177
2017
Q1 		$59K Sell
1,374
-985
-42% -$41.2K 0.04% 86
2016
Q4 		$93K Sell
2,359
-302
-11% -$12.1K 0.07% 65
2016
Q3 		$109K Sell
2,661
-82
-3% -$3.15K 0.09% 54
2016
Q2 		$100K Sell
2,743
-120
-4% -$4.59K 0.07% 65
2016
Q1 		$111K Sell
2,863
-165
-5% -$5.96K 0.08% 59
2015
Q4 		$110K Buy
+3,028
New +$107K 0.09% 60

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Lenox Wealth Management's PYPL Position: Q2 2020 in Review

Lenox Wealth Management increased its PayPal (PYPL) stake by 13% in Q2 2020, buying an estimated $19.1K and bringing the position to 1,217 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #146.

Lenox Wealth Management first reported a position in PYPL in Q4 2015 and has held it in 19 quarters since. 2,059 funds tracked by Wall St. Rank hold PYPL as of Q2 2020.

  • Lenox Wealth Management held 1,217 shares of PayPal worth $212K as of Q2 2020.
  • Lenox Wealth Management bought 138 PayPal shares in Q2 2020, an estimated $19.1K.
  • PayPal made up 0.06% of Lenox Wealth Management's portfolio in Q2 2020, its #146 holding.
  • Lenox Wealth Management first reported a position in PayPal in Q4 2015 and has held it in 19 quarters since.
  • 2,059 funds tracked by Wall St. Rank held PayPal as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.